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Top 10 Independent (IFAs) & Restricted Financial Advisers in North Meols

Find the best FCA regulated financial advisers in North Meols. Get expert help near you with pensions, investments, retirement planning and more
North Meols, West Lancashire, Lancashire
Continuum Financial Services

Continuum Financial Services

Southport
FCA verified
Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
149
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
TheWealthPoint

TheWealthPoint

Southport
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2856
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Bryning and warton
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
743
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Southport
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
743
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
TheWealthPoint

TheWealthPoint

Much hoole
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2856
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Southport
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
743
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Laura Duncan with Continuum Financial Services LLP

Laura Duncan with Continuum Financial Services LLP

Lytham st annes
FCA verified
⭐️ Winner: Financial Adviser of the Year 2025 ⭐️ I offer 5 Star rated personalised solutions tailored to all needs. Secure your financial future with expert advice on investments, mortgages, protection, pensions, financial planning, & estate planning.
Clients
helped
76
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Southport
FCA verified
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2453
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
SFL Wealth Management

SFL Wealth Management

Southport
FCA verified
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
877
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
SFL Wealth Management

SFL Wealth Management

Freckleton
FCA verified
Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
Clients
helped
877
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.